Retirement Plans and Accounts definition

Retirement Plans and Accounts means any employer sponsored pension, profit-sharing, stock bonus or other retirement plan and 401(k), XXX, and other tax deferred accounts that qualify for special federal income tax treatment under Internal Revenue Code Sections 401, 403, or 408 (or equivalent statutes). Schedule A Summary Financial Statements of the Parties A. ASSETS Estimated Fair Market Value Estimated Fair Market Value NAME 1 Cash 2 Stocks, bonds, and marketable securities 3 Closely held business interest 4 Home Equity 5 Other Real Estate 6 IRAs
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Retirement Plans and Accounts means any employer sponsored pension, profit-sharing, stock bonus or other retirement plan;
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Retirement Plans and Accounts means any employer sponsored pension, profit-sharing, stock bonus or other retirement plan and 401(k), IRA, and other tax deferred accounts that qualify for special federal income tax treatment under Internal Revenue Code Sections 401, 403, or 408 (or equivalent statutes). Schedule A Summary Financial Statements of the Parties A. ASSETS XXXXX XXXXXX Estimated Fair Market Value XXXXXX XXXXX Estimated Fair Market Value 1 Cash $1,000 $2,000 2 Stocks, bonds, and marketable securities $10,000 $10,000 3 Closely held business interest $100,000 $0 4 Home Equity $60,000 $0 5 Other Real Estate $0 $0 6 IRAs $35,000 $55,000 7 Other Retirement Assets $0 $0 8 Trust assets n/a n/a 9 All other assets n/a n/a TOTAL ASSETS $206,000 $67,000 B. DEBTS XXXXX XXXXXX XXXXXX XXXXX 10 Credit Card Debt $5,000 $2,000 11 Tax Debts n/a n/a 12 Other Debts n/a $5,000 TOTAL DEBTS $5,000 $7,000 Schedule A, Continued.
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Examples of Retirement Plans and Accounts in a sentence

  • In regard to Retirement Plans and Accounts, the Parties covenant and agree that all accumulations in, and contributions to, Retirement Plans and Accounts whether before or during the marriage or civil partnership shall be the Separate Property of the Party who owns the account or is the plan beneficiary.

Related to Retirement Plans and Accounts

  • Retirement Account means any retirement or pension fund or account, listed in Iowa Code section 627.6(8)“f” as exempt from execution, regardless of the amount of contribution, the interest generated, or the total amount in the fund or account.

  • Designated Retirement Account means any retirement plan or account described or qualified under the Internal Revenue Code of 1986, as amended, or a subaccount thereof.

  • Savings Account means an account, which is based on Mudarabah and its profit shall be calculated based on the profit earned on any balance maintained above the minimum threshold or average threshold (as may be agreed upon with the Bank).

  • Health Savings Account means an account as permitted under section 223 of the internal revenue code of 1986, 26 USC 223.

  • Retirement Plan means a plan which provides retirement benefits to you and which is not funded wholly by your contributions. The term shall not include a profit-sharing plan, informal salary continuation plan, registered retirement savings plan, stock ownership plan, 401(K) or a non-qualified plan of deferred compensation.

  • Seller Account shall have the meaning set forth in the preamble of this Agreement.

  • Administrative Plans means investment plans offered by the Management Company and approved by the Commission, where such plans allow investors a specific investment strategy in any one or a combination of Schemes managed by the Management Company in accordance with the conditions specified by SECP.

  • Deferred Account means the participant's Deferred Pension Account, Deferred Dividends Account, Deferred Retainer Account, Deferred Fees Account, Deferred Cash Account and/or Deferred Stock Account.